Financial Beginnings
Oregon
Registered In
09/19/2005
Incorp. Date
Company Summary
Financial Beginnings at 6443 SW Beaverton Hillsdale Hwy STE 430, Portland, Or 97221 lists Casey Boggs of Portland, OR and Michael Fisher of Chicago, IL.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Nonprofit Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Melody Bell
Registered Agent
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6443 SW BEAVERTON HILLSDALE HWY STE 430, PORTLAND, OR 97221
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Casey Boggs
President
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917 SW OAK ST, PORTLAND, OR 97205
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Michael Fisher
Secretary
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1401 S STATE ST STE 150, CHICAGO, IL 60605
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6443 SW BEAVERTON HILLSDALE HWY STE 430, PORTLAND, OR 97221
View Map
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Financial Beginnings Usa
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Portland, OR Portland, OR |
Financial Information for Financial Beginnings
Form 5500
FINANCIAL BEGINNINGS
6443 SW Beaverton Hillsdale Hwy STE 430, Portland, Or 97221 (503) 348-7858 EIN:20-3530960 Plan Admin:Debbie Rabidue| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFINANCIAL BEGINNINGS 401K PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$495,067 / $447,085 | 2023 | FINANCIAL BEGINNINGS 401K PLAN - Plan #001 | 11 / 13 | $495,067 / $447,085 |
| 2022 | Plan NameFINANCIAL BEGINNINGS 401K PLAN Plan #001 Participants BOY/EOY16 / 11 Assets BOY/EOY$590,320 / $495,067 | 2022 | FINANCIAL BEGINNINGS 401K PLAN - Plan #001 | 16 / 11 | $590,320 / $495,067 |
| 2021 | Plan NameFINANCIAL BEGINNINGS 401K PLAN Plan #001 Participants BOY/EOY19 / 16 Assets BOY/EOY$502,426 / $590,320 | 2021 | FINANCIAL BEGINNINGS 401K PLAN - Plan #001 | 19 / 16 | $502,426 / $590,320 |
| 2020 | Plan NameFINANCIAL BEGINNINGS 401K PLAN Plan #001 Participants BOY/EOY16 / 19 Assets BOY/EOY$364,788 / $502,426 | 2020 | FINANCIAL BEGINNINGS 401K PLAN - Plan #001 | 16 / 19 | $364,788 / $502,426 |
| 2019 | Plan NameFINANCIAL BEGINNINGS 401K PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$207,250 / $364,788 | 2019 | FINANCIAL BEGINNINGS 401K PLAN - Plan #001 | 14 / 14 | $207,250 / $364,788 |
Benefit & Retirement Plans based on Form 5500.
Form 990
FINANCIAL BEGINNINGS
6443 SW Beaverton Hillsdale Hwy St, Portland, Or 97221-1164 EIN:20-3530960 Deductibility:Contributions are deductible Classification:Charitable Organization; Educational Organization Type:Financial Counseling| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps10 Contributions$530,416 Revenue$739,533 Expenses$958,158 Assets EOY$67,187 Liabilities$70,757 | 2022 | 10 | $530,416 | $739,533 | $958,158 | $67,187 | $70,757 |
| 2021 | # of Emps11 Contributions$544,504 Revenue$690,120 Expenses$920,925 Assets EOY$300,011 Liabilities$84,956 | 2021 | 11 | $544,504 | $690,120 | $920,925 | $300,011 | $84,956 |
| 2020 | # of Emps6 Contributions$850,776 Revenue$1,080,917 Expenses$767,840 Assets EOY$589,851 Liabilities$143,991 | 2020 | 6 | $850,776 | $1,080,917 | $767,840 | $589,851 | $143,991 |
| 2019 | # of Emps5 Contributions$285,170 Revenue$506,570 Expenses$582,659 Assets EOY$174,014 Liabilities$41,231 | 2019 | 5 | $285,170 | $506,570 | $582,659 | $174,014 | $41,231 |
| 2018 | # of Emps12 Contributions$320,823 Revenue$521,697 Expenses$559,375 Assets EOY$239,526 Liabilities$30,654 | 2018 | 12 | $320,823 | $521,697 | $559,375 | $239,526 | $30,654 |
Tax Returns based on Form 990 & 990N.
PPP Loans
FINANCIAL BEGINNINGS
6443 SW Beaverton Hillsdale Hwy Ste 430, Portland, OR 97221-1164 Industry:Other Social Advocacy Organizations| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/28/2021 | Approved$118,087 Forgiven$118,514 LenderZions Bank, A Division of Jobs8 | 01/28/2021 | $118,087 | $118,514 | Zions Bank, A Division of | 8 |
| 04/10/2020 | Approved$83,600 Forgiven$84,136 LenderZions Bank, A Division of Jobs7 | 04/10/2020 | $83,600 | $84,136 | Zions Bank, A Division of | 7 |
PPP Loans based on Paycheck Protection Program.
Address Match:6443 Sw Beaverton Hillsdale Hwy Ste 430 Portland, OR
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Financial Beginnings
Registered in Washington
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Portland, OR Spokane, WA | View Report | |
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Financial Beginnings
Registered in California
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Monterey Park, CA Portland, OR | View Report |
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The following government agencies have contributed data:
Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service
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